A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only ...

One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for ...

Why fiduciary ethics and human-centered design must guide the next generation of fintech innovation Automation has transformed how financial leaders deliver guidance, expanding access, streamlining ...

WealthFeed, the AI-powered money-in-motion prospecting and enrichment platform for financial advisors, today announced a strategic collaboration with Proofpoint, Inc., a global leader in technology ...

Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, today announced an agreement to make Zocks available to Kestra's ...

Apex Fintech Solutions Inc. (“Apex”), a leader in digital investment infrastructure, has announced a strategic collaboration ...

NEW YORK, Nov. 5, 2025 /CNW/ - OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, is ...

Through its regulated Arta Wealth business and enterprise SaaS platform, Arta AI, the company combines advanced artificial intelligence with human financial expertise and world-class experience design ...

Fintel reports that on November 3, 2025, Barclays maintained coverage of APi Group (NYSE:APG) with a Overweight ...

Fintel reports that on October 31, 2025, Citigroup maintained coverage of APi Group (NYSE:APG) with a Buy recommendation.

Iress has announced that Moneyinfo, a market leader in digital client portals, has joined its exclusive Iress Partnership Programme as the second official ...

Fidelity faces backlash for blocking 401k access to independent advisors via Pontera. Discover the security clash, client impacts, and what it means for your retirement savings in this breaking ...